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Associated Bank · 1 day ago

Sales Analyst

Greater Chicago Area

Full-time

Onsite

Entry Level

$22.41/hr - $38.42/hr

2+ years exp

Associated Bank is committed to creating an inclusive culture that values diverse perspectives. The Sales Analyst role partners closely with Treasury Management Officers to enhance sales effectiveness and ensure a seamless client experience, focusing on analysis, pricing, presentation development, and client maintenance.

BankingFinancial ServicesWealth Management

Responsibilities

Support Treasury Management Officers by preparing account analyses, pro forma pricing, sales presentations, and RFP responses

Analyze competitive account analysis statements and develop pricing documents that align with business strategies

Coordinate with the Client Delivery team to ensure smooth implementation of new treasury solutions

Manage incoming treasury management maintenance requests, ensuring timely tracking, processing, and customer communication

Partner with the CDTM sales team to execute market business plans, including call preparation and risk form creation

Contribute to sales efforts by identifying cross-sell opportunities and referring clients to appropriate partners

Lead or support special projects related to reporting, portfolio analysis, and sales effectiveness

Participate in industry events to enhance product knowledge, network, and support business development

Qualification

Treasury ManagementSales AnalysisAccount AnalysisPricing StrategyClient CommunicationBanking ExperienceRFP DevelopmentMarket Business PlansCross-Sell OpportunitiesPortfolio AnalysisIndustry KnowledgeProfessional CertificationsNetworkingCustomer ServiceTeam CollaborationProject Management